US Foods (NYSE:USFD) reported Q2 CY2026 revenue of $10.53 billion, up 4.5% year on year and 0.6% above analyst estimates of $10.47 billion. Non-GAAP profit of $1.44 per share beat consensus estimates of $1.36 by 5.7%. Adjusted EBITDA was $604 million versus estimates of $587.2 million, with a 5.7% margin and a 2.9% beat. Operating margin was 4.2%, in line with the same quarter last year, while sales volumes rose 1.9% year on year. Market capitalization stood at $23.56 billion. Management attributed performance to robust independent restaurant case growth, which reached its highest level since late 2023, and ongoing share gains in healthcare and hospitality. CEO David Flitman cited "healthy new account growth and improved penetration with existing customers" as key contributors, alongside the rollout of the Pronto delivery service and strategic vendor management initiatives. The company’s outlook includes continued investment in technology and salesforce transformation, expanding the Pronto delivery model, leveraging AI for customer-facing and back-end efficiencies, and transitioning to a new sales compensation structure. Flitman stated, "We are just beginning to unlock the benefits of AI and automation, which we believe will further enhance the customer experience, drive efficiencies across our operations and support profitable growth for years to come." US Foods expects double-digit